Note that execs are usually given stock grants in part to ensure they are long rather than short.

But you'd not be making money shorting Broadcom (AVGO); they're up on the year and YTD. They're an "AI stock" now, doing custom silicon for AI companies, and that's all that matters.

VMware is just going to be squeezed, rather than trying to acquire new customers. The entire corporate market is almost a rounding error compared to how big the datacenter boom is.